Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 30 Oct, 03:45 UTC

Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to nearly 20% of its total revenue in the third quarter of 2026, up from 16% in the preceding quarter.